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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (3081)	9/28/2002 8:44:33 PM
From: Paul Senior	Read Replies (1) of 4691

shane milburn, yes, no arguing that some of those companies show very good numbers. It's just my impression (and I can't offer any actual data) that some of these retail chains show very good numbers for a while (a few years), then they very quickly, don't. I'll consider BBY if it drops nearer to its annual low. Hard for me to see why they deserve or will be able to keep ROE at 20%. Their parking lots seem to have plenty of cars though when I drive by -- so maybe the growth story is intact. I note the ten-year record isn't so sterling as the most recent five as regards ROE: moneycentral.msn.com Regarding large conglomerates like EMR: I've also started a small exploratory position in GE this week. Lots of actual and potential problems with GE's businesses and accounting. Still, if market recovers, I'd expect stock price of GE to move higher as well.

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